OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.74B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$15.5M
3
+$12.5M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$10.9M
5
ARKK icon
ARK Innovation ETF
ARKK
+$10.4M

Top Sells

1
+$7.15M
2
+$4.69M
3
+$2.8M
4
NVDA icon
NVIDIA
NVDA
+$2.69M
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$2.51M

Sector Composition

1 Technology 5.23%
2 Financials 3.53%
3 Healthcare 3.18%
4 Communication Services 2.82%
5 Consumer Discretionary 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$231K 0.01%
597
-120
627
$230K 0.01%
5,055
-1,266
628
$230K 0.01%
3,688
-338
629
$230K 0.01%
2,397
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630
$230K 0.01%
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631
$229K 0.01%
3,818
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632
$228K 0.01%
12,000
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633
$227K 0.01%
+4,055
634
$227K 0.01%
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635
$224K 0.01%
+4,116
636
$224K 0.01%
12,025
+2,025
637
$223K 0.01%
+6,801
638
$223K 0.01%
+2,470
639
$223K 0.01%
11,475
-1,290
640
$219K 0.01%
+1,931
641
$219K 0.01%
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642
$218K 0.01%
3,250
-5,226
643
$218K 0.01%
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644
$217K 0.01%
4,625
645
$217K 0.01%
7,015
646
$217K 0.01%
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647
$217K 0.01%
+1,276
648
$217K 0.01%
8,320
649
$215K 0.01%
+4,399
650
$215K 0.01%
+1,066
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